Title: Bilingual (Spanish) Outbound Caller — Appointment Setter for Retirement Growth Program We’re seeking a confident, professional Spanish-speaking outbound caller to reconnect with warm leads who previously inquired about our retirement growth program. This is a relationship-driven role focused on scheduling qualified appointments for our advisors. What you’ll do Call warm leads from our existing database (in Spanish). Re-establish contact, qualify interest and readiness, and schedule appointments for our advisors. Update lead records with call notes, outcomes, and next steps in our CRM. Hit weekly appointment-setting targets and report progress. What we expect Native or fluent Spanish (spoken and written); clear, professional phone voice. Strong phone presence, persuasive communication, and active-listening skills. Experience with appointment setting, telemarketing, or customer outreach (preferably with financial or retirement products). Comfortable following call scripts while customizing conversations to the prospect. Reliable, punctual, and able to work scheduled shifts; basic CRM familiarity (we’ll provide training on our system). Commitment to data privacy and compliance with calling regulations. Deliverables & metrics Number of calls per shift/day (to be agreed). Weekly number of qualified appointments scheduled. Accurate CRM updates for every contacted lead. Timely status reports and cooperation with our advisor team. Why you’ll enjoy working with us Warm leads — not cold calls — higher conversion opportunity. Supportive team environment, clear scripts, and ongoing coaching. Flexible part-time or full-time arrangements; competitive pay plus incentives for appointments. Meaningful work helping people plan for retirement growth. How to apply Please send: A brief cover note in Spanish describing your calling experience. Your resume. Availability (days/hours) and expected hourly rate or compensation preference. Optional: a short audio sample (30–60 seconds) in Spanish demonstrating your phone tone and style. We look forward to hearing from motivated Spanish-speaking callers who take pride in building rapport and setting high-quality appointments.